2XIDEAS
Firm details
- Headquarters
- New York, New York
- CRD number
- 328190
- Registered since
- November 6, 2023
- Website
- www.2xideas.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
2xideas is a boutique institutional adviser focused on managed equity exposures and investor communications. The firm’s registered activities list portfolio management for businesses or institutions alongside the publication of periodicals or newsletters, which suggests a combined research- and publishing-driven model: managing discrete equity portfolios while producing investment content or strategy reports that support client decisions. 2xideas explicitly signals an ESG orientation, indicating environmental, social or governance factors are incorporated into security selection or portfolio construction. The firm’s client base is institutional and its fee model includes both a percentage of AUM and subscription fees, reflecting a hybrid revenue mix of asset management and paid research or content. Corporate ownership is reported as a mix of a foreign entity and an individual. 2xideas is not classified as a capital allocator, and it does not list pension consulting or family office services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3STEPHAN WELTI
Financial Advisor and Registered RepresentativeCRD 7677235
DANIEL SIGG
Financial Advisor and Registered RepresentativeCRD 1418751
KARALYN HUTTON
Business Development DirectorCRD 7726483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 666 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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